AT&T Inc.
US ˙ NYSE ˙ US00206R1023

SecurityT / AT&T Inc.
InstitutionCFO4Life Group, LLC
Latest Disclosed Ownership21,682 shares
Latest Disclosed Value $ 628,557
CFO4Life Group, LLC reports 22.53% decrease in ownership of T / AT&T Inc.

On May 11, 2026 - CFO4Life Group, LLC filed a 13F-HR form disclosing ownership of 21,682 shares of AT&T Inc. (US:T) valued at $628,561 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 27,987 shares of AT&T Inc.. This represents a change in shares of -22.53% during the quarter. The current value of the position is $510,611 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F AT&T COM 00206R102 21,682 -6,305 -22.53 629 -9.64 0.0958
2026-02-06 2025-12-31 13F AT&T COM 00206R102 27,987 -404 -1.42 695 -13.23 0.0991
2025-11-07 2025-09-30 13F AT&T COM 00206R102 28,391 147 0.52 802 -1.96 0.1165
2025-08-08 2025-06-30 13F AT&T COM 00206R102 28,244 -6,394 -18.46 817 -16.55 0.1278
2025-04-30 2025-03-31 13F AT&T COM 00206R102 34,638 3,691 11.93 980 39.06 0.1649
2025-02-10 2024-12-31 13F AT&T COM 00206R102 30,947 647 2.14 705 5.71 0.1238
2024-11-12 2024-09-30 13F AT&T COM 00206R102 30,300 774 2.62 667 18.09 0.1180
2024-07-31 2024-06-30 13F AT&T COM 00206R102 29,526 685 2.38 564 11.24 0.1061
2024-05-06 2024-03-31 13F AT&T COM 00206R102 28,841 75 0.26 508 5.19 0.0921
2024-02-12 2023-12-31 13F/A-1 AT&T COM 00206R102 28,766 759 2.71 483 14.76 0.0922
2024-01-24 2023-12-31 13F AT&T COM 00206R102 28,766 759 483 0.0922
2023-10-30 2023-09-30 13F AT&T COM 00206R102 28,007 455 1.65 421 -4.33 0.0971
2023-08-07 2023-06-30 13F AT&T COM 00206R102 27,552 1,288 4.90 439 -13.07 0.0943
2023-05-03 2023-03-31 13F AT&T COM 00206R102 26,264 2,435 10.22 506 15.30 0.1149
2023-02-03 2022-12-31 13F AT&T COM 00206R102 23,829 -8,788 -26.94 439 -12.40 0.0932
2022-10-19 2022-09-30 13F AT&T COM 00206R102 32,617 7,625 30.51 500 -2.53 0.1331
2022-07-20 2022-06-30 13F AT&T COM 00206R102 24,992 -136 -0.54 513 -13.64 0.1273
2022-05-02 2022-03-31 13F AT&T COM 00206R102 25,128 883 3.64 594 -0.34 0.1247
2022-02-10 2021-12-31 13F AT&T COM 00206R102 24,245 -1,035 -4.09 596 -12.74 0.1232
2021-10-12 2021-09-30 13F AT&T COM 00206R102 25,280 929 3.82 683 -2.57 0.1590
2021-07-14 2021-06-30 13F AT&T COM 00206R102 24,351 -564 -2.26 701 -7.03 0.1618
2021-04-20 2021-03-31 13F AT&T COM 00206R102 24,915 -1,289 -4.92 754 0.00 0.1875
2021-01-12 2020-12-31 13F AT&T COM 00206R102 26,204 875 3.45 754 4.43 0.2162
2020-10-13 2020-09-30 13F AT&T COM 00206R102 25,329 -5,176 -16.97 722 -21.69 0.2444
2020-07-15 2020-06-30 13F AT&T COM 00206R102 30,505 -73 -0.24 922 3.48 0.3543
2020-04-16 2020-03-31 13F AT&T COM 00206R102 30,578 8,031 35.62 891 1.14 0.4765
2020-01-22 2019-12-31 13F AT&T COM 00206R102 22,547 5,285 30.62 881 34.92 0.3724
2019-11-01 2019-09-30 13F AT&T COM 00206R102 17,262 -728 -4.05 653 8.29 0.2928
2019-07-29 2019-06-30 13F AT&T COM 00206R102 17,990 -364 -1.98 603 4.69 0.2756
2019-04-22 2019-03-31 13F AT&T COM 00206R102 18,354 -5,458 -22.92 576 -15.29 0.2699
2019-02-01 2018-12-31 13F AT&T COM 00206R102 23,812 6,807 40.03 680 19.09 0.2990
2018-10-25 2018-09-30 13F AT&T COM 00206R102 17,005 8,938 110.80 571 -77.95 0.2532
2018-08-01 2018-06-30 13F AT&T COM 00206R102 8,067 2,130 35.88 2,590 1,121.70 1.0808
2018-05-07 2018-03-31 13F AT&T COM 00206R102 5,937 -2,173 -26.79 212 -32.70 0.1792
2018-01-22 2017-12-31 13F AT&T COM 00206R102 8,110 8,110 315 0.2476
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.